Financial Strategies Group’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Financial Strategies Group’s Portfolio IQLT Stock Details IQLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.7M	Buy	220,452 +3,775	+2%	+$179K	1.8%	17
2025 Q4	$10.1M	Sell	216,677 -608	-0.3%	-$27.3K	1.83%	18
2025 Q3	$9.67M	Sell	217,285 -833,337	-79%	-$36M	1.84%	16
2025 Q2	$45.2M	Buy	1,050,622 +28,746	+3%	+$1.19M	9.43%	2
2025 Q1	$40.4M	Buy	1,021,876 +12,768	+1%	+$503K	9.56%	3
2024 Q4	$37.4M	Buy	1,009,108 +32,734	+3%	+$1.28M	8.95%	3
2024 Q3	$40.1M	Buy	976,374 +13,575	+1%	+$541K	9.4%	3
2024 Q2	$37.9M	Buy	962,799 +2,793	+0.3%	+$109K	9.54%	2
2024 Q1	$37.7M	Sell	960,006 -45,327	-5%	-$1.73M	10.13%	2
2023 Q4	$37.2M	Buy	1,005,333 +8,391	+0.8%	+$293K	10.63%	2
2023 Q3	$33.8M	Buy	996,942 +5,427	+0.5%	+$190K	10.67%	2
2023 Q2	$35.3M	Buy	991,515 +146,785	+17%	+$5.23M	11.29%	2
2023 Q1	$29.8M	Buy	+844,730	New	+$29M	11.48%	2

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Strategies Group's IQLT Position: Q1 2026 in Review

Financial Strategies Group increased its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 1.7% in Q1 2026, buying an estimated $179K and bringing the position to 220,452 shares worth $10.7M. The position accounts for 1.8% of the portfolio, ranked #17.

Financial Strategies Group first reported a position in IQLT in Q1 2023 and has held it in 13 quarters since. The position peaked at $45.2M in Q2 2025. 626 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Financial Strategies Group held 220,452 shares of iShares MSCI Intl Quality Factor ETF worth $10.7M as of Q1 2026.
Financial Strategies Group bought 3,775 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $179K.
iShares MSCI Intl Quality Factor ETF made up 1.8% of Financial Strategies Group's portfolio in Q1 2026, its #17 holding.
Financial Strategies Group first reported a position in iShares MSCI Intl Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
Financial Strategies Group's iShares MSCI Intl Quality Factor ETF position peaked at $45.2M in Q2 2025.
626 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.